Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
REQSX (U.S. CORE EQUITY FUND CLASS C) | 7.54% | -3.08% | -3.77% | 0.90% | 3.54% | 6.65% | NA | 5.30% |
Data as of 07/24/2025, AR inception is 09/08/2008
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
REQSX (U.S. CORE EQUITY FUND CLASS C) | 09/08/2008 | 07/24/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.26 | -3.08 | -3.77 | 0.90 | 3.54 | 6.65 | NA | 5.30 | 7.54 | -2.57 | -0.97 | -24.01 | 14.20 | 5.45 | 28.00 | -9.70 | 19.34 | 10.73 | -0.52 | 10.58 | 30.58 | 14.66 | -4.01 | 14.31 | 28.20 | -32.00 |
Sharpe Ratio | NA | -0.40 | -0.32 | -0.07 | 0.09 | NA | NA | 0.19 | 0.46 | -0.50 | -0.32 | -0.93 | 0.84 | 0.16 | 2.16 | -0.69 | 2.74 | 0.75 | -0.04 | 0.88 | 2.68 | 1.04 | -0.16 | 0.74 | 1.00 | -1.04 |
Standard Deviation(%) | NA | 22.02 | 20.94 | 19.82 | 19.41 | NA | NA | 21.18 | 18.66 | 18.51 | 16.33 | 27.33 | 16.92 | 33.46 | 12.33 | 16.09 | 6.87 | 14.07 | 15.74 | 12.06 | 11.41 | 14.19 | 24.85 | 19.15 | 28.19 | 67.63 |
Draw Down(%) | NA | 25.52 | 29.02 | 38.46 | 38.46 | NA | NA | 47.62 | 13.73 | 19.21 | 11.92 | 26.35 | 11.56 | 34.50 | 7.56 | 21.44 | 2.97 | 12.04 | 12.26 | 8.62 | 5.87 | 12.41 | 22.37 | 16.75 | 26.34 | 44.26 |
Yield(%) | 0.00 | 1.09 | 0.76 | 0.62 | 6.40 | 8.54 | 5.56 | 6.95 | 0.33 | 1.07 | 0.82 | 0.42 | 0.02 | 0.50 | 0.96 | 27.89 | 14.16 | 10.27 | 19.97 | 15.88 | 0.07 | 0.33 | 0.16 | 0.15 | 0.02 | 0.21 |
Data as of 07/24/2025, AR inception is 09/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
REQSX (U.S. CORE EQUITY FUND CLASS C) |
-9.83%
Dec 2021 - Dec 2024 |
-2.46%
Dec 2019 - Dec 2024 |
2.73%
Apr 2015 - Apr 2025 |
5.59%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
REQSX (U.S. CORE EQUITY FUND CLASS C) |
22.84%
Feb 2009 - Feb 2012 |
20.63%
Feb 2009 - Feb 2014 |
13.99%
Feb 2009 - Feb 2019 |
9.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart